See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,283 | $112,096-74.8% | $95,952-70.5% | $158,922-82.2% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 18.41% | 171.09%-152.7pp | 91.61%-73.2pp | 302.83%-284.4pp |
| Employer contribution / active EE | $1,786 | $3,198-44.1% | $2,541-29.7% | $4,761-62.5% |
| Participant deferral / active EE | $3,512 | $4,784-26.6% | $4,167-15.7% | $5,982-41.3% |
| Admin fee / account holder | $118 | $10,130-98.8% | $6,795-98.3% | $11,246-98.9% |